Our systems provide 24/7 online reports so your choice of investments will determine the accuracy, immediacy and cost of our service. The optimal position is if your investments are chosen solely from our list of available downloadable investments. This list is expanded on an ongoing basis so if you cannot locate your particular preference please contact us to determine if it is about to become available or, given that there are a multitude of branded options available, if it is already available but under a different brand name.
Personal Concessional Contribution Misunderstanding
Each year we have a few instances where an SMSF member is informed by their personal tax accountant, that they can’t...